The descriptions below are for columns in the default sections. For descriptions of the columns that you can select on the Columns tab for user-defined columns, see the help for the Firm List Columns tab.
| Field | Description |
|---|
| Firm Number
|
This column displays the firm identifier.
|
| Firm Name
|
This column displays the name of the firm.
|
| Is Client
|
This column contains
Y or
N (Yes or No) to indicate whether or not the firm record is classified as a client in terms of projects or opportunities.
Deltek classifies the firm based on settings in the Firms hub.
|
| Is Vendor
|
This column contains
Y or
N (Yes or No) to indicate whether or not the firm record is classified as a vendor in terms of projects or opportunities.
Deltek classifies the firm based on settings in the Firms hub.
|
| Market
|
This column displays the market (type) of firm (for example, Commercial, Government, or Non-Profit).
|
| Status
|
This column displays the status of your relationship with the firm: Active, Dormant, or Inactive.
|
| Relationship
|
This column displays your relationship with the firm (for example, Consultant, Prospective, or Existing).
|
| Website
|
This column displays the firm's web site address (for example, www.deltek.com).
|
| Firm Create User
|
This column displays the user ID of the person who created the firm record in the Firms hub.
|
| Firm Create Date
|
This column displays the date on which the firm record was created.
|
| Firm Modify User
|
This column displays the user ID of the person who most recently modified the firm record.
|
| Firm Modify Date
|
This column displays the date on which the firm record was most recently modified.
|
| Concatenated Primary Address
|
This column displays the firm's primary street address, city, state, and zip code. The report shows this information in a single column.
|
| Primary Address Description
|
This column displays the description of the firm's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
|
| Primary Address 1- 4
|
Primary Address 1 displays the firm's name. The other address fields display the firm's primary address information (street name and number, suite number, postal box number, and so on).
|
| Primary City
|
This column displays the city from the firm's primary address.
|
| Primary State
|
This column displays the two-character abbreviation for the state from the firm's primary address.
|
| Primary Zip
|
This column displays the ZIP code from the firm's primary address.
|
| Primary Country
|
This column displays the country from the firm's primary address.
|
| Primary Phone
|
This column displays the phone number at the firm's primary address.
|
| Primary Fax
|
This column displays the fax number at the firm's primary address.
|
| Primary Tax Reg. #
|
This column displays the tax registration number for the firm's primary address.
|
| Primary Tax Country Code
|
This column displays the tax country code for the firm's primary address.
|
| Primary Address Create User
|
This column displays the user ID of the person who created the primary address in the firm record.
|
| Primary Address Create Date
|
This column displays the date on which the primary address was created in the firm record.
|
| Primary Address Modify User
|
This column displays the user ID of the person who most recently modified the primary address.
|
| Primary Address Modify Date
|
This column displays the date on which the primary address was most recently modified.
|
| Concatenated Billing Address
|
This column displays the firm's billing street address, city, state, and zip code. The report shows this information in a single column.
|
| Billing Address Description
|
This column displays the description of the firm's primary address (for example, Company Headquarters, Main Office, or Billing Office).
|
| Billing Address 1-4
|
Billing Address 1 displays the firm's name. The other address columns display the firm's billing address information (street name and number, suite number, postal box number, and so on).
|
| Billing City
|
This column displays the city from the firm's billing address.
|
| Billing State
|
This column displays the two-character abbreviation for the state from the firm's billing address.
|
| Billing Zip
|
This column displays the zip code from the firm's billing address.
|
| Billing Country
|
This column displays the country from the firm's billing address.
|
| Billing Phone
|
This column displays the phone number at the firm's billing address.
|
| Billing Fax
|
This column displays the fax number at the firm's billing address.
|
| Billing Tax Reg. #
|
This column displays the tax registration number for the firm's billing address.
|
| Billing Tax Country Code
|
This column displays the tax country code for the firm's billing address.
|
| Billing Address Create User
|
This column displays the user ID of the person who created the billing address in the firm record.
|
| Billing Address Create Date
|
This column displays the date on which the billing address was created in the firm record.
|
| Billing Address Modify User
|
This column displays the user ID of the person who most recently modified the billing address.
|
| Billing Address Modify Date
|
This column displays the date on which the billing address was most recently modified.
|
| Memo
|
This column displays the text entered in the
Notes field in the Firms hub.
|
| Project Total Project Cost
|
This column displays the total cost of the project. This field is also used in the SF255 Item 8e, which asks for "total construction cost of completed projects (or, where no construction was involved, the approximate cost of your work)."
|
| Project Firm Cost
|
This column displays the portion of the project cost for which your firm is responsible
|
| Project JTD AR Amount
|
This column displays the job-to-date amount billed for the project but not yet received. This amount includes taxes.
|
| Project JTD Billed Amount
|
This column displays the job-to-date billed amount for the project. This amount equals (Labor + Fee + Consultants + Expenses + Units + Interest Billed). It does not include taxes.
|
| Project JTD Direct Cost
|
This column displays the job-to-date cost of direct expenses for the project.
|
| Project JTD Hours
|
This column displays the job-to-date hours for the project.
|
| Project JTD Labor Cost
|
This column displays the job-to-date labor cost for the project.
|
| Project JTD Revenue Amount
|
This column displays the job-to-date revenue amount for the project.
|
| Project JTD Profit
|
This column displays the job-to-date profit for the project.
|
| Project JTD Total Actual Cost
|
This column displays the job-to-date total actual cost for the project.
|
| Project YTD AR Amount
|
This column displays the year-to-date accounts receivable amount (billed but not yet received) for the project.
|
| Project YTD Billed Amount
|
This column displays the year-to-date billed amount for the project.
|
| Project YTD Direct Cost
|
This column displays the year-to-date direct cost for the project.
|
| Project YTD Labor Cost
|
This column displays the year-to-date labor costs for the project.
|
| Project YTD Hours
|
This column displays the year-to-date hours for the project.
|
| Project YTD Revenue Amount
|
This column displays the year-to-date revenue for the project.
|
| Project YTD Profit
|
This column displays the year-to-date profit amount for the project.
|
| Project YTD Total Actual Cost
|
This column displays the year-to-date actual cost amount for the project.
|
| Promo. Project Total Project Cost
|
This column displays the project's total cost for a promotional project.
|
| Promo. Project Firm Cost
|
This column displays the firm's total cost for a promotional project.
|
| Promo. Project JTD Total Actual Cost
|
This column displays the job-to-date total actual cost amount for a promotional project.
|
| Promo. Project JTD Labor Cost
|
This column displays the job-to-date labor cost amount for a promotional project.
|
| Promo. Project JTD Hours
|
This column displays the job-to-date hours for a promotional project.
|
| Promo. Project YTD Total Actual Cost
|
This column displays the year-to-date total actual cost for a promotional project.
|
| Promo. Project YTD Labor Cost
|
This column displays the year-to-date labor cost amount for a promotional project.
|
| Promo. Project YTD Hours
|
This column displays the year-to-date hours for a promotional project.
|
| Opportunity Est. Revenue
|
This column displays the estimated revenue you expect to earn from the opportunity.
|
| Opportunity Probability
|
This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column contains
80.
|
| Opportunity Weighted Revenue
|
This column displays the weighted revenue for the opportunity: estimated revenue x Probability.
|
| Opportunity Days Open
|
This column displays the number of days the opportunity has been open.
|
| Custom Currency Code
|
If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
|
| Disadvantaged Business
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is a disadvantaged business.
|
| Small Business
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is a small business.
|
| Veteran Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is a small business that is owned by a veteran.
|
| Service Disabled Veteran Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is a small business that is owned by a disabled veteran.
|
| Minority Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is a minority business.
|
| Woman Owned
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is a business owned by a woman.
|
| HBCU or Minority Institution
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is an historically black college or university (HBCU).
|
| Alaska Native
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is an Alaskan Native.
|
| Specialty
|
If the firm is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
|
| Prior Work
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is classified as a vendor and has done work for your enterprise in the past.
|
| Recommend
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is classified as a vendor, has done work for your enterprise in the past, and is recommended for future work.
|
| Specialty Description
|
If the firm is classified as a vendor, this column contains additional information about that firm's specialty.
|
| HUB Zone
|
This column contains
Y or
N (Yes or No) to indicate whether or not the firm is part of the HUB Zone program for small businesses.
|
| 8 (a)
|
This column contains
Y or
N (Yes or No) to indicate whether or not the firm is part of the 8 (a) business development program for small and disadvantaged businesses.
|
| Annual Revenue
|
This column displays the annual revenue of the firm.
|
| Employee Count
|
This column displays the number of employees of the firm.
|
| Competitor
|
This column contains
Y or
N (Yes or No) to indicate whether or not the firm is a competitor.
|
| Government Agency
|
This column contains
Y or
N (Yes or No) to indicate whether or not the firm is a government agency.
|
| Vendor Number
|
|
| Approved for use in processing
|
|
| Type
|
|
| Concatenated Payment Address
|
|
| Payment Address Description
|
|
| Payment Address 1-4
|
|
| Payment City
|
|
| Payment State
|
|
| Payment Zip
|
|
| Payment Country
|
|
| Payment Terms
|
|
| Regular Account
|
|
| Indirect Account
|
|
| Default Expense Code
|
|
| Discount Percent
|
|
| Discount Period
|
|
| 1099 Required
|
|
| Federal ID
|
|
| Type of TIN
|
|
| Paid This Year
|
|
| Paid Last Year
|
|
| Match Method
|
|
| RFQ/PO Template
|
|
| EFT Bank ID
|
|
| EFT Account Number
|
|
| EFT Status
|
|
| EFT Remittance
|
|
| EFT Email
|
|
| EFT Addenda
|
|
| EFT ClieOp
|
|
| IBAN
|
|
| BIC
|
|
| Bank Name
|
|
| Concatenated Bank Address
|
|
| Bank Address 1-4
|
|
| Bank City
|
|
| Bank State
|
|
| Bank Zip
|
|
| Bank Country
|
|
| Bank ID Type
|
|
| Bank ID
|
|
| Account ID Type
|
|
| Account ID
|
|
| Payment Notes
|
|
| Separate Checks
|
|
| Account Number
|
|
| Default Tax Code
|
|
| Organization
|
|
| Contacts - Name
|
This column displays the full name of the contact (Salutation, First Name, Middle Name, Last Name, Suffix).
|
| Contacts - Title
|
This column displays the contact's title (for example, Vice President or Principal).
|
| Contacts - Phone
|
This column displays the contact's business phone number.
|
| Contacts - Fax
|
This column displays the contact's fax number.
|
| Contacts - Mobile
|
This column displays the contact's mobile (cellular) phone number.
|
| Contacts - Home
|
This column displays the contact's home phone number.
|
| Contacts - Pager
|
This column displays the contact's pager number.
|
| Contacts - Email
|
This column displays the contact's email address.
|
| Activities - Completed
|
The activity can be Pending or Completed.
|
| Activities - Type
|
This column displays the activity type (for example, Phone Call, Meeting, or Email).
|
| Activities - Subject
|
This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
|
| Activities - Start Date
|
This column displays the date and time that the activity is scheduled to begin.
|
| Activities - Priority
|
This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
|
| Activities - Owner
|
This column displays the name of the employee who is responsible for the activity.
|
| Activities - Primary Firm
|
This column displays the name of the firm associated with the activity.
|
| Activities - Primary Contact
|
This column displays the name of the contact at the firm associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
|
| Activities - Primary Contact Bus. Phone
|
This column displays the firm contact's work telephone number.
|
| Activities - Primary Firm
|
This column displays the name of the primary firm associated with the activity.
|
| Activities - Opportunity
|
This column displays the name of the opportunity associated with the activity.
|
| Activities - Project
|
This column displays the name of the project associated with the activity.
|
| Activities - Marketing Campaign
|
This column displays the marketing campaign associated with the activity.
|
| Activities - Lead
|
This column displays the lead associated with the activity.
|
| Activities - Location
|
This column displays the location where the activity occurred or will occur.
|
| Activities - Notes
|
This column displays additional information about the activity.
|
| Opportunities - Is Client
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is classified as a client for opportunities.
Deltek classifies the firm based on settings in the Firms hub.
|
| Opportunities - Is Vendor
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is classified as a vendor for opportunities.
Deltek classifies the firm based on settings in the Firms hub.
|
| Opportunities - Number
|
This column displays the opportunity identifier.
|
| Opportunities - Name
|
This column displays the name of the opportunity.
|
| Opportunities - Stage
|
This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
|
| Opportunities - Role
|
This column displays the role of the firm in the opportunity (for example, Architect, Developer, or Owner).
|
| Opportunities - Role Description
|
This column displays additional text describing the firm's role in the opportunity.
|
| Opportunities - Weighted Revenue
|
This column displays the weighted revenue for the opportunity: Estimated revenue x Probability.
|
| Projects - Is Client
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is classified as a client for projects.
Deltek classifies the firm based on settings in the Firms hub.
|
| Projects - Is Vendor
|
This column contains a
Y or
N (yes or no) to indicate whether or not the firm is classified as a vendor for projects.
Deltek classifies the firm based on settings in the Firms hub.
|
| Projects - Number
|
This column displays the project identifier.
|
| Projects - Name
|
This column displays the name of the project.
|
| Projects - Role
|
This column displays the role of the firm in the project (for example, Architect, Developer, or Owner).
|
| Projects - Role Description
|
This column displays additional text describing the firm's role in the project.
|
| Projects - Project Status
|
This column displays the status of the project.
|
| Associations - Name
|
This column displays the name of a firm that is associated with the current firm.
|
| Associations - Description
|
This column displays a description of the relationship of the current firm to the associated firm (for example, Subsidiary, Parent Company, or Affiliate).
|
| Associations - Relationship Description
|
This column displays additional text describing the relationship of the current firm to the associated firm.
|
| Employees - Employee
|
This column displays the employee's number.
|
| Employees - Name
|
This column displays the employee's full name.
|
| Employees - Relationship
|
This column displays the employee's relationship to the firm (for example, Contact Manager or Friend).
|
| Employees - Relationship Description
|
This column displays additional text describing the relationship between the firm and the employee.
|
| Links - Description
|
This column displays a brief description of the file or web address (URL).
|
| Links - File Path
|
This column contains one of the following:
- The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file.
- The address (URL) for a web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
|
| Links - Graphic
|
This column contains a
Y or
N (yes or no) to indicate whether or not the file is a graphic file.
|
| Firm Alias - Alias
|
This column displays a firm alias, which is an alternate name for a firm. It can be an abbreviated version of the firm's legal name, an alternate spelling of the firm's legal name, or an entirely different name.
|
